Meridian Investments, Inc.
Firm details
- Headquarters
- Vienna, Virginia
- CRD number
- 13225
- Registered since
- March 23, 1983
- Website
- www.meridiancompaniesllc.com
Firm profile
FINTRXOverview
Meridian Investments, Inc. is organized as a privately owned corporation with an individual owner. Publicly available snapshot data does not classify the firm into a conventional advisory category and provides no descriptive detail about its investment strategy, client focus, or fee model. The record indicates Meridian does not operate as a capital allocator and is not identified as an active ESG investor. The firm has not disclosed affiliations, advisory activities, or pension consulting services in the provided dataset. The dataset also flags Meridian as not being a multi-state adviser, although other location data (below) suggests a presence in more than one state. There is no information about public holdings, investment vehicles, alternatives, or client segments in the source material.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 13
Aidan McDonough
Vice PresidentCRD 7284339

John Boc
Co-Founder & ChairmanCRD 707131

John Casey
Co-FounderCRD 731545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vienna, VA
Fairfax
Location
Vienna, VA
Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8065 Leesburg Pike
- Time zone
- ET (UTC-5)
- Office locations
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